When you bill a completed shift, you'll see one of two actions — Add to Invoice or Add to Claim. Which one appears depends on who pays for that service.
Add to Invoice → a private-pay payer (the client, family, or another direct payer). It builds a private-pay invoice, and can include shift hours, travel time, mileage, and expenses.
Add to Claim → an insurance / third-party payer (Medicaid, VA, a managed-care org). It builds an insurance claim, and only shift hours can be billed on a claim.
What decides it: the active policy for that shift's service. A third-party policy shows Add to Claim; a private-pay policy shows Add to Invoice.
Where you'll see it
The button appears in two places:
On a completed shift — open the shift and look in the action bar at the top.
Under Billing → Items — in the shift's row.
If the service doesn't have a payer/policy yet, the button shows No Payer and stays disabled until you add one.
Seeing the "wrong" one? The shift resolved to a different policy than you expected. Check the client's active policy for that service and date — see Policies FAQ ("Why didn't my shift bill against the policy I expected?").
FAQ
Why do some line items say "Add to Invoice" and others "Add to Claim"?
A client can have different payers for different services — private-pay services say Add to Invoice, insurance services say Add to Claim.